Retirement Planning Workshop- Thursday, March 9th

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Whether you have a plan or are just starting, this complimentary workshop will help you understand how to create the retirement you desire.   Shane and Susan use realistic life scenarios to illustrate the analysis and planning work they typically provide to their clients.

We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.

Workshop participants will learn how to:

  • Strategies to help your assets last your lifetime
  • Help protect your buying power against inflation
  • Create a tax-free income stream in retirement
  • Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
  • Proactively plan for tax and financial market volatility

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

A full dinner catered by Maggiano’s will be provided, so be sure to bring your questions, concerns, and a good appetite!  Space is limited, so please RSVP for the number of guests you are planning to bring. 

 

It’s a New Year – How to Prepare Your Investments for a Changing World

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With the New Year upon us, and the elections behind us,  we know that the year ahead will bring us changes in almost every aspect of our economy – taxes, regulation entitlement programs and more.  The short and long term impact of these changes upon the market is unknown, but change is in the air, and no doubt the markets will respond. 

 

This workshop will show you the importance of having a financial plan tailored to your life – to both get you on course, and keep you on course through market volatility and change.  We will demonstrate how a strong plan will guide your investments, and our strategies for helping you grow and protect those investments to reach your goals.  It’s a changing world – come and learn some new, innovative concepts for how you can participate. 

 A full dinner catered by Maggiano’s will be provided, so be sure to bring  your questions, concerns and a good appetite!  Space is limited, so please RSVP for the number of guests you are planning to bring. 

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

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Our Best Tips for Year-End Financial Planning – Thursday December 1st

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With the end of the year fast approaching, it’s time to put your good intentions into action. If you are serious about saving on your taxes, maximizing your year-end returns and achieving your 2016 financial goals, then you must act soon.  Whether you have already retired, or wishing you could – we’ve created a special year-end planning workshop to show you how to keep more of your hard earned investments working for you and your family.

We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.

Workshop participants will learn how to:

  • Strategies to help your assets last your lifetime
  • Help protect your buying power against inflation
  • Create a tax free income stream in retirement
  • Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
  • Proactively plan for tax and financial market volatility

Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.

Register for Upcoming Workshops

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Financial Planning: Helping You See the Big Picture

financial planning - Big pictureDo you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [Read more…]

Converting Savings to Retirement Income

Money & PuzzleDuring your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.
[Read more…]

Holding Equities for the Long Term: Time Vs. Timing

risktime-150x150Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long term is particularly important with stocks. Historically, equities have typically outperformed bonds, cash, and inflation, though past performance is no guarantee of future results and those returns also have involved higher volatility.  [Read more…]

Year-End Investment Decisions

Year-End Investment Decisions

Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits. The basic strategy for year-end planning is both to time your income so that it will be taxed at a lower rate, and to time your deductible expenses so that they may be claimed in years when you are in a higher tax bracket. In terms of investment planning, investing in capital assets may increase your ability to time the recognition of some of your income and may help you to take advantage of tax rates that are lower than the ordinary income tax rates. You have the flexibility to control when you recognize the income or loss on many types of investment assets. In most cases, you determine when to sell your capital assets. In some cases, however, shifting potential capital gain income to other taxpayers through gifting may be an appropriate strategy.

[Read more…]

Leaving a Legacy

leaving a legacyYou’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now.  [Read more…]

Tackling Your Questions on Preparing for the “Elder” years

Susan welcomes attorney Nikki Leith from the Edmond’s based Law Office of Tracie L Wall & Associates to the show. We will cover your questions and discuss why planning ahead can truly improve the quality of your life and those you care for.  They are an elder law and estate planning firm with vast experience in the area of long-term care planning. Tracie Wall and Nikki Leith are also VA-Accredited attorneys who have helped hundreds of veterans and surviving spouses qualify for and obtain the VA Aid and Attendance Benefit.

Listeners can also see more information on their services at http://www.traciewalllaw.com/ 

Pay Down Debt or Save for Retirement?

IOU photoLike many people, you may be torn between paying off debt and the need to save for retirement. Both are important. Both can help give you a more secure future. If you are not sure you can afford to tackle both at the same time, which should you choose? [Read more…]